Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
584
-61
-9% -$28.6K 0.19% 115
2025
Q1
$292K Sell
645
-5
-0.8% -$2.27K 0.25% 104
2024
Q4
$290K Buy
+650
New +$290K 0.25% 103